Estate Planning and Probate Law Firm in San Diego County

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Financial Details

Asking Price:
$625,000
Annual Revenue:
$767,477
Cash Flow / SDE:
$211,913
Valuation Multiple:
2.9x
Location:
San Diego, CA, US
Source:
Date:
May 09, 2025

Key Highlights

- Established estate planning and probate law firm in San Diego County with 30+ years of history.
- Diverse services including trust administration, tax, and bankruptcy assistance, catering to a growing high-net-worth clientele.
- Opportunity for expansion with effective digital marketing strategies and owner willing to provide transition assistance.

Description

Established estate planning and probate law firm with a strong reputation in San Diego County. The firm offers diverse services including trust administration, tax, and bankruptcy assistance. With a history of over 30 years, a growing high-net-worth client base, and effective digital marketing strategies, this business presents a solid opportunity for expansion, especially for an attorney seeking to broaden their practice. The owner is retiring and will provide a transition period.

Industry Information

Industry Description:
Law
Classification:
Financial Services

Listing Details

Listing ID:
23865fac-ca58-425b-8978-a9bdd71cf1d8
Deal Status:
For Sale
Date Posted:
May 09, 2025
Last Updated:
May 26, 2025
Currency:
USD

Features & Tags

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